DFX Intelligence

RIA Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Firm absorbed

6 advisors left V•••••• F•••••••• P•••••••• L•• for N•••••••• P•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew Allen MeyerElm Grove, WiApr 29, 2026Apr 3, 2026
Jeremy James GardnerElm Grove, WiApr 29, 2026Apr 1, 2026
Philip Mark NybrotenElm Grove, WiApr 29, 2026Apr 1, 2026
Rachel Ann PeaseElm Grove, WiApr 29, 2026Apr 1, 2026
The rule
Registrations ended
Apr 29, 2026
Registered next
Apr 1, 2026 to Apr 3, 2026
Branch state
WI
Cities
1, most in Elm Grove, Wi
Registered there that day
9 (people still on IAPD; an estimate)
Share of that headcount
67%
Succession by the destination
none on the tape
Other teams out of V•••••• F•••••••• P•••••••• L••Other teams into N•••••••• P•••••••• L••